RDA Financial Network
- SEC CIK
- 0001774086
- 最新申報
- 2026/7/6
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/12 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 228
- 較 2021 年第 4 季 +9
- 總值
- $2.37 億
- 較 2021 年第 4 季 −$823.7 萬 (−3.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EWEdwards Lifesciences Corp | Stock | 20,076 | $236.3 萬 | 1.0% | +1,202+6.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,161 | $239.1 萬 | 1.0% | −2,844−11.4% | 減碼 | – |
| VVisa Inc. | Stock | 11,127 | $246.8 萬 | 1.0% | −439−3.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 50,504 | $250.4 萬 | 1.1% | +459+0.9% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 5,552 | $253.0 萬 | 1.1% | +578+11.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,049 | $267.9 萬 | 1.1% | +1,745+16.9% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 26,896 | $268.4 萬 | 1.1% | +158+0.6% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 16,349 | $270.8 萬 | 1.1% | +377+2.4% | 加碼 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 31,738 | $280.2 萬 | 1.2% | +811+2.6% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 28,517 | $299.3 萬 | 1.3% | +2,161+8.2% | 加碼 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 30,871 | $313.1 萬 | 1.3% | +1,055+3.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 24,439 | $333.2 萬 | 1.4% | +1,258+5.4% | 加碼 | 歷史 |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 107,728 | $337.4 萬 | 1.4% | +1,458+1.4% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 6,908 | $339.3 萬 | 1.4% | +204+3.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 83,478 | $348.5 萬 | 1.5% | +1,241+1.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,703 | $359.1 萬 | 1.5% | +256+4.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 22,931 | $361.6 萬 | 1.5% | −6,630−22.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 14,081 | $384.2 萬 | 1.6% | +2,498+21.6% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 59,592 | $385.3 萬 | 1.6% | +696+1.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,206 | $393.0 萬 | 1.7% | +107+9.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 128,017 | $437.2 萬 | 1.8% | +640+0.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 8,886 | $453.2 萬 | 1.9% | +759+9.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 112,778 | $495.7 萬 | 2.1% | +1,610+1.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,182 | $606.8 萬 | 2.6% | +158+7.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,576 | $634.4 萬 | 2.7% | +797+4.0% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,874 | $694.5 萬 | 2.9% | +1,681+2.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 44,698 | $780.5 萬 | 3.3% | +641+1.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,696 | $895.3 萬 | 3.8% | −1,197−4.6% | 減碼 | – |
2021 年第 4 季之後清倉（12 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 11,088 | $81.7 萬 | 0.3% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,494 | $44.4 萬 | 0.2% | – |
| NKENIKE, Inc. | Stock | 1,640 | $27.3 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,939 | $27.3 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 1,103 | $22.8 萬 | 0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,272 | $21.5 萬 | 0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,967 | $21.0 萬 | 0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 5,671 | $20.7 萬 | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,545 | $20.5 萬 | 0.1% | – |
| CUZCousins Properties Inc | COM NEW | 5,015 | $20.2 萬 | 0.1% | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,526 | $20.1 萬 | 0.1% | – |
| SABASaba Capital Income & Opportunities Fund II | COM | 21,828 | $11.3 萬 | <0.1% | 歷史 |